Wealthcare-Advisory-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 903
Total Value: 3727560340
Accession Number: 0001951757-25-000364
Form Type: 13F-HR
CIK: wealthcare-advisory-partners
Manager Name: Wealthcare-Advisory-Partners

Data Enrichment

55% identified

498 identified405 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

903 positions • $3.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:4.3K

Value:$484.6K

% of Portfolio:0.0% ($484.6K/$3.7B)

46138B103

Shares:21.4K

Value:$482.0K

% of Portfolio:0.0% ($482.0K/$3.7B)

02368W309

Shares:20.4K

Value:$480.0K

% of Portfolio:0.0% ($480.0K/$3.7B)

Autodesk, Inc.

ADSK|052769106

Shares:1.8K

Value:$472.0K

% of Portfolio:0.0% ($472.0K/$3.7B)

FEDEX CORP

FDX|31428X106

Shares:1.9K

Value:$469.8K

% of Portfolio:0.0% ($469.8K/$3.7B)

YUM BRANDS INC

YUM|988498101

Shares:3.0K

Value:$469.5K

% of Portfolio:0.0% ($469.5K/$3.7B)

92206C649

Shares:3.5K

Value:$468.9K

% of Portfolio:0.0% ($468.9K/$3.7B)

Ally Financial Inc.

ALLY|02005N100

Shares:12.9K

Value:$468.9K

% of Portfolio:0.0% ($468.9K/$3.7B)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:9.5K

Value:$468.8K

% of Portfolio:0.0% ($468.8K/$3.7B)

CROWN CASTLE INC.

CCI|22822V101

Shares:4.4K

Value:$462.7K

% of Portfolio:0.0% ($462.7K/$3.7B)

Arista Networks, Inc.

ANET|040413205

Shares:5.9K

Value:$460.5K

% of Portfolio:0.0% ($460.5K/$3.7B)

PPG INDUSTRIES INC

PPG|693506107

Shares:4.2K

Value:$458.6K

% of Portfolio:0.0% ($458.6K/$3.7B)

97717X594

Shares:10.5K

Value:$453.8K

% of Portfolio:0.0% ($453.8K/$3.7B)

STRYKER CORP

SYK|863667101

Shares:1.2K

Value:$452.7K

% of Portfolio:0.0% ($452.7K/$3.7B)

Seagate Technology Holdings plc

STX|G7997R103

Shares:5.3K

Value:$451.6K

% of Portfolio:0.0% ($451.6K/$3.7B)

464287705

IJJ|464287705

Shares:3.7K

Value:$443.9K

% of Portfolio:0.0% ($443.9K/$3.7B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:449

Value:$443.1K

% of Portfolio:0.0% ($443.1K/$3.7B)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:9.0K

Value:$435.5K

% of Portfolio:0.0% ($435.5K/$3.7B)

92206C599

Shares:1.8K

Value:$434.9K

% of Portfolio:0.0% ($434.9K/$3.7B)

METLIFE INC

MET|59156R108

Shares:5.4K

Value:$432.7K

% of Portfolio:0.0% ($432.7K/$3.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	4.3K	QoQ -23.78% (-1.4K) YoY -50.06% (-4.4K)	All Managers (Combined)	$484.6K	0.0% ($484.6K/$3.7B)	QoQ -28.19% (-$190.2K) YoY -52.49% (-$535.6K)
(cusip46138B103)✕	21.4K	QoQ +4.58% (+940) YoY +53.48% (+7.5K)	All Managers (Combined)	$482.0K	0.0% ($482.0K/$3.7B)	QoQ +10.06% (+$44.1K) YoY +50.34% (+$161.4K)
(cusip02368W309)✕	20.4K	QoQ -2.99% (-630) YoY NEW(+20.4K)	All Managers (Combined)	$480.0K	0.0% ($480.0K/$3.7B)	QoQ -3.21% (-$15.9K) YoY NEW(+$480.0K)
Autodesk, Inc.(ADSKcusip052769106)	1.8K	QoQ +132.04% (+1.0K) YoY +121.77% (+990)	All Managers (Combined)	$472.0K	0.0% ($472.0K/$3.7B)	QoQ +105.53% (+$242.4K) YoY +122.94% (+$260.3K)
FEDEX CORP(FDXcusip31428X106)	1.9K	QoQ -9.06% (-192) YoY +0.15% (-3)	All Managers (Combined)	$469.8K	0.0% ($469.8K/$3.7B)	QoQ -21.20% (-$126.4K) YoY -15.73% (-$87.7K)
YUM BRANDS INC(YUMcusip988498101)	3.0K	QoQ -4.26% (-133) YoY -4.75% (-149)	All Managers (Combined)	$469.5K	0.0% ($469.5K/$3.7B)	QoQ +12.28% (-$51.4K) YoY +8.08% (-$35.1K)
(cusip92206C649)✕	3.5K	QoQ +0.94% (-33) YoY +21.51% (+624)	All Managers (Combined)	$468.9K	0.0% ($468.9K/$3.7B)	QoQ -7.11% (-$35.9K) YoY +15.64% (+$63.4K)
Ally Financial Inc.(ALLYcusip02005N100)	12.9K	QoQ +0.52% (+67) YoY NEW(+12.9K)	All Managers (Combined)	$468.9K	0.0% ($468.9K/$3.7B)	QoQ +1.80% (+$8.3K) YoY NEW(+$468.9K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	9.5K	QoQ -12.75% (-1.4K) YoY +53.46% (+3.3K)	All Managers (Combined)	$468.8K	0.0% ($468.8K/$3.7B)	QoQ -12.83% (-$69.1K) YoY +16.56% (+$66.6K)
CROWN CASTLE INC.(CCIcusip22822V101)	4.4K	QoQ +3.81% (+163) YoY NEW(+4.4K)	All Managers (Combined)	$462.7K	0.0% ($462.7K/$3.7B)	QoQ +19.23% (+$74.6K) YoY NEW(+$462.7K)
Arista Networks, Inc.(ANETcusip040413205)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$460.5K	0.0% ($460.5K/$3.7B)	QoQ NEW(+$460.5K) YoY NEW(+$460.5K)
PPG INDUSTRIES INC(PPGcusip693506107)	4.2K	QoQ -4.91% (-217) YoY -58.36% (-5.9K)	All Managers (Combined)	$458.6K	0.0% ($458.6K/$3.7B)	QoQ -12.95% (-$68.3K) YoY -68.58% (-$1.0M)
(cusip97717X594)✕	10.5K	QoQ -2.63% (-283) YoY -23.09% (-3.1K)	All Managers (Combined)	$453.8K	0.0% ($453.8K/$3.7B)	QoQ -2.79% (-$13.0K) YoY -27.34% (-$170.8K)
STRYKER CORP(SYKcusip863667101)	1.2K	QoQ -4.32% (-55) YoY +15.91% (+167)	All Managers (Combined)	$452.7K	0.0% ($452.7K/$3.7B)	QoQ -1.07% (-$4.9K) YoY +20.62% (+$77.4K)
Seagate Technology Holdings plc(STXcusipG7997R103)	5.3K	QoQ +0.54% (-29) YoY NEW(+5.3K)	All Managers (Combined)	$451.6K	0.0% ($451.6K/$3.7B)	QoQ -1.03% (-$4.7K) YoY NEW(+$451.6K)
(IJJcusip464287705)	3.7K	QoQ -1.27% (-48) YoY -21.49% (-1.0K)	All Managers (Combined)	$443.9K	0.0% ($443.9K/$3.7B)	QoQ -5.40% (-$25.4K) YoY -20.53% (-$114.7K)
W.W. GRAINGER, INC.(GWWcusip384802104)	449	QoQ +1.58% (-7) YoY +0.22% (-1)	All Managers (Combined)	$443.1K	0.0% ($443.1K/$3.7B)	QoQ -4.96% (-$23.1K) YoY -2.85% (-$13.0K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	9.0K	QoQ -2.18% (-201) YoY +232.72% (+6.3K)	All Managers (Combined)	$435.5K	0.0% ($435.5K/$3.7B)	QoQ -17.44% (-$92.0K) YoY +79.51% (+$192.9K)
(cusip92206C599)✕	1.8K	QoQ +0.05% (-1) YoY +6.20% (+103)	All Managers (Combined)	$434.9K	0.0% ($434.9K/$3.7B)	QoQ -4.97% (-$22.7K) YoY +12.43% (+$48.1K)
METLIFE INC(METcusip59156R108)	5.4K	QoQ -8.96% (-531) YoY -54.35% (-6.4K)	All Managers (Combined)	$432.7K	0.0% ($432.7K/$3.7B)	QoQ -10.73% (-$52.1K) YoY -50.54% (-$442.3K)